Wallet – Personal & Family Finance Manager
Take control of your personal finances with smart budgeting, expense tracking, and bank synchronization
Monthly Budget
$2,340Everything you need to manage your finances
Wallet provides all the tools you need to take control of your money and reach your financial goals.
Smart Budgets
Create flexible budgets that adapt to your lifestyle, making it simple to stay on track and hit your goals.
Expense Tracking
Automatically categorize and track your expenses with detailed insights and spending patterns.
Planned Payments
Never miss a bill again with scheduled payments and smart reminders for upcoming expenses.
Cash Flow Insights
Understand your income and expenses with visual reports and predictive analytics.
Bank Sync
Connect securely with over 15,000 banks worldwide for automatic transaction syncing and realtime balance updates.
API & Integrations
Connect your data to Excel, AI assistants, or build custom integrations with MCP and REST API.
Bank-Level Security
Your data is protected with enterprise-grade encryption and certified security standards.
Connect Your Financial Data
Access your Wallet data programmatically with our MCP protocol or REST API
MCP Integration
Connect with AI assistants like Claude, ChatGPT, and other LLM clients. Ask questions about your finances in natural language.
Explore MCPREST API
Direct API access to your transactions and financial documents. Perfect for Excel, Power BI, custom dashboards, and automation.
API DocumentationReady to take control of your finances?
Join millions of users who trust Wallet to manage their money.
Frequently Asked Questions
Is Wallet free to use?
Yes, Wallet offers a completely free tier for users who prefer manual tracking alongside a Premium tier for advanced automation like bank syncing. As an independent company, our tools are funded entirely by transparent user subscriptions, never by selling your data.
What can I do with Wallet?
You can track expenses, create smart budgets, sync bank accounts, schedule planned payments, monitor cash-flow insights, and manage multiple currencies in a single app.
Can I import my existing data from Excel or other budgeting apps?
Yes, Wallet allows you to import your historical financial records using standard CSV, XLS, or OFX file formats. This makes it easy to transition from spreadsheets or alternative apps without losing years of past expense tracking.
How many banks does Wallet support for automatic synchronization?
Wallet securely connects to over 15,000 financial institutions worldwide for real-time transaction syncing and automatic balance updates. All global connections are protected by bank-grade encryption and open banking protocols, meaning your direct login details are never stored.
Does Wallet support multi-currency tracking?
Yes, Wallet features full multi-currency support. The app automatically calculates real-time exchange rates, making it the ideal choice for travelers, expats, and multi-currency households.
Can Wallet track investments and overall net worth?
Yes, Wallet allows you to track your investment portfolios, stocks, and cryptocurrency balances right alongside your daily cash flow. Monitoring these financial assets alongside your connected bank accounts gives you a comprehensive, real-time view of your overall net worth on a single dashboard.
Can couples or families share a single Wallet subscription?
Yes, Wallet Premium includes a secure Group Sharing feature so you can track household expenses and manage savings goals together in real-time. You retain total control over your boundaries and can easily choose which accounts are shared or kept private.
Does Wallet offer a one-time purchase or unlimited plan?
Yes, Wallet offers a Lifetime Premium plan that gives you permanent access to all advanced features for a single one-time payment. It completely eliminates recurring monthly fees and typically pays for itself within the very first year.
Does my Wallet Premium subscription work across both mobile and the web?
Yes, a subscription purchased on iOS, Android, or the web works across all platforms. Your premium features and financial data sync automatically across all of your screens; simply log in using the same account credentials on any device.
How does Wallet protect my financial data?
Wallet secures your information using bank-grade encryption alongside strict GDPR compliance and ISO 27001 certifications. Your privacy is our core business model, meaning we never sell or trade your financial history to third parties for targeted credit card offers, advertising, or loan matching.